CPE & Event Catalog
CFO Series: Driving Efficiency WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
Types of audits: external, internal, compliance, regulatory. Objectives of each audit type and how they differ. Aligning management’s role with auditor expectations. What to expect in the planning phase. Fieldwork survival tips and communication best practices. Documentation dos and don’ts. Responding to findings and building effective action plans. Avoiding common audit pitfalls. What internal controls are—and what they are not. Why even small organizations need controls. COSO and the five core components of a sound internal control system. Common control failures and real-world consequences. Examples of scalable financial, operational, and compliance controls. How to tailor controls to your organization’s size and risk profile. Embedding internal controls into daily operations. How to monitor, evaluate, and adapt controls over time. The importance and structure of the cash flow statement, and more.
Tax School Level 1 WEBCAST - Partnered with the Idaho Society
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Your Desk
32.0 Credits
Individual tax fundamentals. Tax fundamentals of LLCs and partnerships. S corporations: Key issues, compliance, and tax strategies. Capitalized costs and depreciation. Taxation of property transactions.
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
ERISA compliance: employee welfare plans and qualified plans. Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care. Health care plans: HRAs, HSAs, and other employer-sponsored plans. Qualified plan requirements: eligibility, coverage, and vesting.
Tax Aspects of Stock Investing WEBCAST
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Your Desk
4.0 Credits
Active and passive investing. Dividend-paying stocks, value stocks, and the net investment income tax. Favorable capital gain strategies and the netting process. Exchange-traded funds, stock options, and straddles.
Taxation of the Construction Contractor WEBCAST
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Your Desk
4.0 Credits
Walkthrough of accounting methods and relevant elections under IRC 460. Illustrative examples and analysis. Review of pertinent cases and revenue rulings. Update of other IRS activity, including recent Tax Reform.
Accounting for Income Taxes for Private Companies WEBCAST
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Your Desk
4.0 Credits
Sample Schedule M calculations. Sample work papers for deferred tax computations. Comprehensive two-year example and computations. Review and analysis of recurring temporary differences. Identification of the sources to compute cumulative temporary differences. Sample workpapers for analysis of tax positions.
How AI Fits into the Accounting World WEBINAR
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
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Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
Accounting and Attestation for ESG WEBINAR
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Your Desk
2.0 Credits
Current ESG related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.
Common Yellow Book & Single Audit Deficiencies WEBCAST - Partnered with the Oregon Society
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TBD
4.0 Credits
Common deficiencies noted by peer reviewers and federal agencies. Deficiencies related to internal controls over compliance, compliance testing, and major program determination for Single Audits.
Executive Presence, Personal Brand: Structure Your Narrative WEBINAR
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Your Desk
1.0 Credits
Components of executive presence. Audience centered elevator pitch structure. Professional value proposition framework. Structuring a concise executive biography. Aligning personal narrative with organizational value. Common pitfalls in professional self-presentation. Application and refinement exercise.
How to Audit Accounting Estimates WEBINAR
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Your Desk
2.0 Credits
Procedures to test the process used by management to develop estimates. Common examples of accounting estimates that are included in the financial statements. Updated requirements in SAS 143.
Al Capone to Cybercrime: The Journey of IRS Special Agents WEBINAR
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Your Desk
4.0 Credits
Introduction to IRS criminal investigation (CI). Historical evolution. Investigative techniques and tools. Importance of IRS CI. Training of CI agents. Process of investigations.
Accounting and Auditing Update WEBCAST
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Your Desk
4.0 Credits
Review of new accounting standards issued in 2025 and 2026. Applicable changes to accounting for government grants and crypto currency. Compilation and review standards and interpretations. Auditing standards including a deep dive into the quality management standards.
Erase the Mark: Best Practices in Penalty Abatement WEBINAR
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Your Desk
2.0 Credits
The authority of the IRS in assessing tax penalties. The types of penalties that can be removed. The process the IRS uses to evaluate penalty abatements. How to request penalty abatements. Best practices in asking for penalty abatement, including using appeals.
Defensive Tax Practice and IRS Publication 230 WEBCAST - Partnered with the Oregon Society
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Your Desk
2.0 Credits
AICPA Professional Standards in a CPA’s tax practice. IRS Publication 230 and related rules. Personal liability of professionals. Engagement letter protection ideas. Citing of legal cases.
Accounting for Crypto Assets WEBCAST
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Your Desk
1.0 Credits
Scope and criteria for crypto assets under ASC 350-60. Initial recognition and subsequent fair value measurement under ASC 820. Presentation on the balance sheet and income statement; required annual and interim disclosures.
Retaining Top Talent: Strategies for CPA Firms WEBINAR
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Your Desk
1.0 Credits
The true cost of turnover versus retention investment. Research findings on why professionals leave or stay. Whole person retention strategies beyond compensation. Work-life balance solutions that maintain productivity. Career development paths for non-partner track professionals. Business model transformations for sustainable staffing. Technology and outsourcing strategies to reduce burnout. Retention strategies specific to diverse talent and younger professionals.
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
2026-27 Yellow Book Update WEBINAR
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Your Desk
1.0 Credits
Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The GAO's implementation delay and its implications for 2026 audit planning. Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities. Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements.